Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
As a Certified Financial Planner, I signed the following oath: I believe in placing your best interests first. Therefore, I am proud to commit to the following fiduciary principles.
I will always put your best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
I will avoid conflicts of interest. I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
As YOUR financial planner, I’ll add this:
I’ll listen to you. And understand what you need me to know before sharing my knowledge.
I’ll leave you alone unless we’ve got something to talk about.
I won’t assume that your retirement dream includes a sailboat, a beach or a surfboard. If it does, great - you just won’t see that crap from me.